Viewer

Note: Using your internet browser to zoom to any size other than 100% while using the Viewer is not supported and can cause unexpected behavior.

Relativity's Review Interface displays workspace documents. You can use the Viewer type tabs to toggle the loaded formats of documents, such as Native Viewer, Image Viewer, Extracted Text Viewer, or Productions Viewer. Using the Viewer, you can control the form of document that displays in the interface. If a document hasn't been imaged, you can image documents on-the-fly in the Viewer.

If you don't see the document in the Viewer, it either hasn't been loaded to the workspace, its conversion failed, or you don't have permission to see it.

Note: In the Native Viewer, you can expand the email header to display full email addresses. If you collapse or expand an email header, the Viewer maintains the expanded or collapsed state as you navigate through documents in the set.
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Native Viewer

The Native Viewer displays an HTML rendering of the document that is as close to the original version of the document as possible. It also provides options for navigating through a single document and between documents in a document set. You can also conduct text searching, highlighting text to copy and paste, zooming, arranging, and saving pages you review in the Native Viewer. You also have the option to print single documents from the Native Viewer by saving the document as a PDF. For more information, see Save as PDF.

Navigating the Native Viewer

The Native Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:

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1. Native Viewer toolbar options

2. Left drawer Viewer options

3. Document actions menu

4. Viewer settings menu

5. Viewer Breadcrumbs

Each of these options and menus is described in more detail in the sections below.

Native Viewer toolbar options

The following toolbar options are available in the Native Viewer:

Note: Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.

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  • Zoom Out/In - zooms out and in on the current document in increments of 10% within a range of 10% to 4,000%. If you attempt to zoom out to a percentage lower than 10%, the Viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 4,000%, the Viewer automatically sets the display to 4,000%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
    To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.
  • Reset Zoom - resets the zoom to 100%.
  • Go To Next/Previous Highlight - moves through previous and next highlighted terms in the document.
  • Fit Width - increases the size of the document to fit the maximum width of the Viewer. This setting persists when you re-size the window.
  • Fit Page - fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
  • Fit Actual - fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
  • Layout Mode - select one of the following options to determine how documents that are more than one page long display in the Viewer.
    • Single - One page of a document will display at a time. Use the page navigation options at the bottom of the Viewer to adjust which page you view.
    • Single Continuous - Displays the pages in the document stacked vertically so you can scroll up and down to view them.
    • Facing Continuous - Displays the pages in the document in a row horizontally so you can scroll left and right to view them.
  • Show/Hide Hidden Cells - displays or hides all hidden cells in a Microsoft Excel spreadsheet. This functionality is only available for Excel files and doesn't work on imaged documents because Relativity only images unhidden cells.
  • Save as PDF - click to save the current native document as a PDF file. When you click this option, the Create PDF pop-up displays. The document then opens in a new window in your browser as a PDF where you can then choose to save or print the document image.
  • Searchable PDF Improvements per Configuration

    When you Save as PDF from the Native Viewer or using the Mass PDF Operations bar, most types of searchable PDFs will now have significantly smaller file sizes. More specifically, images without highlights, but configured to be searchable and stamped, will benefit from the most dramatic decrease in file size. But overall, the Save As PDF feature now generates reduced file saves for a wide range of configurations when creating searchable PDFs. In order to accomplish this for previously unknown file-types and mixed TIFF and JPEG Save As PDF jobs, Relativity now treats each page individually, instead of treating the entire document as a whole, allowing for the best file-size-reduction technique possible for each page.

    Image Format Redactions Highlights File Size Reduction
    TIFF Yes No Up to 76%
    TIFF Yes Yes Up to 43%
    JPEG Yes No Up to 43%
    JPEG Yes Yes Up to 43%

    After you click Save as PDF, a copy of the document converts to a PDF file you can save from your web browser downloads. Relativity assigns a GUID for Save as PDF file names.

  • Search Bar - searches for terms in the current document and navigates through the hits.
    • Entering a term and either clicking the left or right arrow button or pressing Enter in this text box scrolls to and highlights the text of the next instance of the term (from the placement of the cursor).
    • Searching in this text box is not case sensitive.
    • The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used. To learn more about this search functionality, visit dtSearch.
    • You can remove a term you previously searched for or all of the terms you have recently searched for from the Persistent Highlight Pane. Removing a term or terms will also remove any highlights they generated in the document. To remove a term or terms, hover your cursor over the row of the term you wish to remove or hover your cursor over Your recent searches and then click on on the right side of the row.

Left drawer Viewer options

The following options are available in the left drawer:

  • Show/Hide Persistent Highlight Pane - displays or hides a panel containing all Recent Searches from the criteria entered in the Search Bar and any persistent highlight sets in the workspace. See Persistent highlight sets for more information. Only terms in the sets and recent searches that are in the current document will display in the pane.
    Additionally, you can control which highlights display in the current document by clicking on either the persistent set to only display highlights from that set or you can click on a specific term to only see that term highlighted in the document.

  • Thumbnail - Click to expand the left drawer and display the Thumbnail Viewer. Each page of the document you're reviewing has its own numbered thumbnail in the Thumbnail Viewer. To learn more, visit Thumbnail Viewer.

Document actions menu

The following options are available in the Document actions menu:

  • Native file download - click on the document name to download a copy of the current document.
  • Image on the fly/Delete all images for this document - Image on the fly will display if the current document has not been imaged. If the current document has been imaged, Delete all images for this document will display instead.
    • Delete all images for this document - select to delete all images associated with the current document.
    • Image on the fly - To image the current document from the Viewer, hover your cursor over this option and Image Profile options will display. Select the desired profile to begin the imaging process.
  • Copy document link - select to copy the URL to the current document to your clipboard.
  • Email document - select to open an email in your default email application with the URL to the current document included in the body of the email. The subject of the email will include the name of the workspace and the current document.

Viewer settings menu

The following options are available in the Viewer settings menu:

  • Keyboard Shortcut Legend - select to open the Keyboard Shortcut Legend pop-up to view the current keyboard shortcuts available in the Viewer. To learn more, visit Keyboard shortcuts.
  • Enbable/Disable Keyboard Shortcuts - Select to enable or disable the keyboard shortcuts feature while in the Viewer.
  • Show/Hide Tab Strip - select to show or hide the Sidebar and Tab strip in the Native Viewer.

Viewer Breadcrumbs

The Viewer Breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.

Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.

Copying text in the Viewer

While viewing a document in the Native Viewer, you have several right-click options, including the Copy option. Use this option to copy text from the document you're currently viewing and then paste it into another application.

To do this:

  1. Highlight the text you want copied.
  2. Right-click, and then select from the menu.

You can't copy text if you:

  • Haven't highlighted any text.
  • Don't have permission to the Local Access option on the Document object. This is the same permission that permits you to open the file in its native application. For more information, see Object list in the Workspace security topic.

Note: If you don't have permission to the Local Access option on the Document object, you can't use the Ctrl+C or Ctrl+Ins options in either the Native Viewer or the Extracted Text Viewer.

Streaming audio and video files

Audio and video files can be streamed in the Native Viewer. Audio and video file type compatibility varies depending on your internet browser.

Note: If an audio or video file has not been opened in the Native Viewer, it may display with a value of No for the Supported by Viewer field. Once a file has been successfully opened by the Viewer, the Supported By Viewer field displays Yes.

For more information about which file types are compatible with your browser, see Viewer audio and video-supported file types.

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The audio and video controls that display in the Viewer depend on your internet browser.

Browser Audio Controls Video Controls

Document Intelligence

Document Intelligence notifies you that there is hidden or annotated content present in the current document in the Native Viewer. This hidden content are the annotations and modifications tracked in certain document formats. For more information on the file types, see Tracking annotations. When hidden content is found in a document, a pop-up modal appears in the lower right corner. Highlighting and bordering is also visible in the Viewer where the changes were made and a annotation bar is available to sort and view each annotation. Once the notifications appear, you can then choose whether or not to view tracked changes, hidden text and comments in the Viewer.

Tracking annotations

The various file types each have distinct annotations that are tracked. Below is each file type that is supported and the related tracked changes:

File type File extensions Annotation type Tracked changes
Excel .xls, .xlsx, .xlsb Tracked Changes, formulas, hidden pages/columns/rows, Comments

Inserted cell, moved cell, modified cell, cleared cell

Inserted column, deleted column

Inserted row, deleted row

Inserted sheet, renamed sheet

Word .doc, .docx Tracked Changes, comments, hidden text Insertions, deletions, moves
PowerPoint .ppt, .pptx Speaker notes, comments, hidden slides  
PDF .pdf Comments  

Using notifications and the annotation bar

When using Document Intelligence, an orange pop-up modal appears in the bottom right corner of the Viewer when hidden content exists. Click on the pop-up modal to see the hidden content on that document. If there is no hidden content found, the modal will say so. If there is hidden content found, it lists each piece of content. Click Show these items to open the annotation bar.

A hidden content icon is available when a supported file type is in the Native Viewer. Click to open or close the annotations bar. If you are viewing an unsupported file type, the icon is not available. For supported file types, see the Tracking annotations.

Annotation bar

The annotation bar is for sorting and viewing the hidden content found with Document Intelligence. Each annotation has a card that lists the tracked change, a description of the change, time and date, and author of the change.

If there are multiple annotation cards in the annotation bar, then you can sort them in multiple ways. Click the Sort By drop down menu for these options:

  • Location
  • Author A-Z
  • Author Z-A
  • Oldest first
  • Newest first
  • Annotation type
Annotation types and highlights

Each type of annotation comes with its distinct highlight in the Native Viewer. Below is a table that lists each annotation type with its highlight in the Viewer:

File type Modification Annotation
Excel Inserted cell Green dotted border around cell.
Excel Deleted cell Red dotted border around cell.
Excel Modified cell Purple dotted border around cell.
Excel

Moved cell

Red dotted border around original location; green dotted border around new location.
Excel Inserted row Green shading in the row header.
Excel Deleted row Red shading with "DEL" in the row header. If the row is added then deleted, the shading is purple.
Excel Inserted column Green shading in column header.
Excel Deleted column Red shading with "DEL" in the column header. If the row is added then deleted, the shading is purple.
Excel Inserted sheet Green shading in the sheet tab.
Excel Hidden sheet Grey text in the sheet tab.
Excel Modified sheet Purple shading on the sheet tab.
Word Comments Blue background on text and note bubble in document.
Word Insertions Green shading behind text.
Word Deletions Red shading behind text.
Word Moves Purple shading behind text.
Word Hidden text Red shading behind text.
PowerPoint Speaker notes Page under sheet.
PowerPoint Comments Note bubble in presentation.
PowerPoint Hidden slide Hidden icon in bottom left corner of slide.
PDF Comments Note bubble in document.
Leader lines

Clicking on an annotation in the Viewer connects the selected annotation to the related annotation tile in the annotation bar. Click on another annotation to view the leader line to that annotation card. One grey connector line is available at a time, unless you moved a cell. In this case, there is a leader line where the cell was originally located and a leader line in the cell's new location. Click the same annotation to remove the leader line.

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Note: The "Has Hidden Data" field is populated during Processing. The Hidden Content that the Viewer finds may not be perfectly in-sync with the Hidden Data that the Processing engine finds.

Image Viewer

When you switch to the Image Viewer, a TIFF or JPEG version of the document displays. You can highlight and redact images in this mode. The Image Viewer is only available if you've loaded an imaged version of the document in the Viewer or if you've manually imaged the file using the Image on the fly option in the Document actions menu. For more information, see Imaging on the fly.

The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you've produced it, then the image and the produced version of that image will be out of sync.

Navigating the Image Viewer

The Image Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:

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1. Image Viewer toolbar options

2. Left drawer Viewer options

3. Document actions menu

4. Viewer settings menu

5. Viewer Breadcrumbs

Each of these options and menus is described in more detail in the sections below.

Image Viewer toolbar options

The Image Viewer displays the following icons in the toolbar:

Note: The Image Viewer automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.

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  • Zoom Out/In - zooms out and in on the current document in increments of 10% within a range of 10% to 4,000%. If you attempt to zoom out to a percentage lower than 10%, the Viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 4,000%, the Viewer automatically sets the display to 4,000%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
    To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.
  • Reset Zoom - resets the zoom to 100%.
  • Fit Width - increases the size of the document to fit the maximum width of the Viewer. This setting persists when you re-size the window.
  • Fit Page - fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
  • Fit Actual - fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
  • Layout Mode - select one of the following options to determine how documents that are more than one page long display in the Viewer.
    • Single - One page of a document will display at a time. Use the page navigation options at the bottom of the Viewer to adjust which page you view.
    • Single Continuous - Displays the pages in the document stacked vertically so you can scroll up and down to view them.
    • Facing Continuous - Displays the pages in the document in a row horizontally so you can scroll left and right to view them.
  • Rotate all pages - rotates all pages in a document clockwise 90 degrees.
  • Rotate current page - rotates only the current page clockwise 90 degrees.
  • Note: Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the Viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.

  • Selector - select within a document.
  • Markup Visibility - changes the visibility mode of the markups between full visibility, transparent and hidden. By default, this is set to Solid, which means all highlights and redactions appear as solid as you applied them. For more information, see Controlling markup visibility.
  • Highlight - <Color> - highlights the selected text with the color you specify from the drop-down menu. The default color is blue. Select from the following:
    • Blue
    • Green
    • Orange
    • Pink
    • Purple
    • Yellow
  • Redaction Mode - Basic Redact - enables the basic redaction tool. For more information, see Creating basic redactions.
  • Redaction Mode - Full page - enables the full-page redaction tool. The drop-down menu for this redaction type offers the same options as the basic Redact icon, except that the redaction you choose is applied to the entire page.  For example, if you select White, the entire page becomes white. For more information, see Creating full-page redactions.
  • Redaction Mode - Inverse - enables the inverse redaction tool. For more information, see Creating inverse redactions.
  • Redaction Mode - Mass Redact - apply a full-page redaction across all images or a range of images in the document. For more information, see Creating mass redactions.
  • Redaction Type - <Style> - enables single redaction tool. For more information on redacting, see Creating basic redactions. Select from the following types of redactions:
    • Black - applies a solid black box to the selected text.
    • Cross - applies a white box with an X in the middle of it over the selected text.
    • Text - applies a box over the selected text, in which you can add text such as "Privileged" or "Redacted."
    • White - applies a solid white box over the selected text.
  • Font Size - change the font size of the text within a text box redaction. For more information, see Editing font size in text box redactions.
  • Delete Highlights - mass delete markups from any or all images in the document. For more information, see Mass deleting markups.
  • Print/Save as PDF - gives you the option of saving the image as a PDF. For more information, see Saving an image as a PDF.

Left drawer Image Viewer options

The following options are available in the left drawer:

  • Thumbnail - Click to expand the left drawer and display the Thumbnail Viewer. Each page of the document you're reviewing has its own numbered thumbnail in the Thumbnail Viewer. To learn more, visit Thumbnail Viewer.

Document actions menu

The following options are available in the Document actions menu:

  • Native file download - click on the document name to download a copy of the current document.
  • Image on the fly/Delete all images for this document - Image on the fly will display if the current document has not been imaged. If the current document has been imaged, Delete all images for this document will display instead.
    • Delete all images for this document - select to delete all images associated with the current document.
    • Image on the fly - To image the current document from the Viewer, hover your cursor over this option and Image Profile options will display. Select the desired profile to begin the imaging process.
  • Copy document link - select to copy the URL to the current document to your clipboard.
  • Email document - select to open an email in your default email application with the URL to the current document included in the body of the email. The subject of the email will include the name of the workspace and the current document.

Viewer settings menu

The following options are available in the Viewer settings menu:

  • Keyboard Shortcut Legend - select to open the Keyboard Shortcut Legend pop-up to view the current keyboard shortcuts available in the Viewer. To learn more, visit Keyboard shortcuts.
  • Enbable/Disable Keyboard Shortcuts - Select to enable or disable the keyboard shortcuts feature while in the Viewer.
  • Show/Hide Tab Strip - select to show or hide the Sidebar and Tab strip in the Image Viewer.

Viewer Breadcrumbs

The Viewer Breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.

Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.

Saving an image as a PDF

Clicking the icon brings up the following window, in which you can specify your PDF settings:

  • PDF Profile - select the desired PDF profile to determine how the PDF will be customized. To learn more about PDF profiles, visit Mass PDF.
  • Page Range - select from the following standard print range options:
    • All pages - saves all pages in the document.
    • Current Page - saves only the page you're currently on.
    • Pages - saves a range of pages that you specify in the text box to the right.

Extracted Text Viewer

When you switch to Extracted Text Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Extracted Text tab where all extracted text and all long text fields on the field edit/creation page are available. See Creating and editing fields. The drop-down menu lists long-text fields that contain text for the current document open in the Viewer and those you have permissions to.

Note: Relativity displays all long text fields made available in the Viewer in the drop-down menu, regardless of whether that field contains text for the current document. If you select a long text field from the drop-down list, and the current document doesn't have text for that field, the Viewer displays a message stating, "This page is empty".

Navigating the Extracted Text Viewer

The Extracted Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:

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1. Extracted Text Viewer toolbar options

2. Left drawer Viewer options

3. Document actions menu

4. Viewer settings menu

5. Viewer Breadcrumbs

Each of these options and menus is described in more detail in the sections below.

Extracted Text Viewer toolbar options

The Extracted Text Viewer provides the following options:

Note: Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.

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  • Zoom Out/In - zooms out and in on the current document in increments of 10% within a range of 10% to 4,000%. If you attempt to zoom out to a percentage lower than 10%, the Viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 4,000%, the Viewer automatically sets the display to 4,000%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
    To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.
  • Reset Zoom - resets the zoom to 100%.

  • Go To Next/Previous Highlight - moves through previous and next highlighted terms in the document.
  • Tab character size - select an option from the drop-down menu to determine the amount of space that is taken when the Tab key was used in the current document. This option can help you ensure that the spacing in a spreadsheet document is aligned and works best when the Tab key is used after each column in the spreadsheet.
  • Toggle WordWrap - determines whether the text in the current document will wrap so that it fits on the current page or not.
    • Enabled - Text in the current document will be forced onto the next line if it cannot display in the current window size. You cannot scroll horizontally with Toggle WordWrap enabled.
    • Disabled - Text in the current document will not be forced onto the next line will display in more horizontal fashion. You can scroll horizontally to control to view the desired text.
  • Search Bar - searches for terms in the current document and navigates through the hits.
    • Entering a term and either clicking the left or right arrow button or pressing Enter in this text box scrolls to and highlights the text of the next instance of the term (from the placement of the cursor).
    • Searching in this text box is not case sensitive.
    • The Search Bar supports dtSearch and so proximity, fuzziness, and stemming can be used. To learn more about this search functionality, visit dtSearch.

Note: If you don't have permission to the Local Access option on the Document object, you can't use the Ctrl+C or Ctrl+Ins options in either the Native Viewer or the Extracted Text Viewer.

Left drawer Viewer options

The following options are available in the left drawer:

  • Show/Hide Persistent Highlight Pane - displays or hides a panel containing all Recent Searches from the criteria entered in the Search Bar and any persistent highlight sets in the workspace. See Persistent highlight sets for more information. Only terms in the sets and recent searches that are in the current document will display in the pane.
    Additionally, you can control which highlights display in the current document by clicking on either the persistent set to only display highlights from that set or you can click on a specific term to only see that term highlighted in the document.

Document actions menu

The following options are available in the Document actions menu:

  • Native file download - click on the document name to download a copy of the current document.
  • Image on the fly/Delete all images for this document - Image on the fly will display if the current document has not been imaged. If the current document has been imaged, Delete all images for this document will display instead.
    • Delete all images for this document - select to delete all images associated with the current document.
    • Image on the fly - To image the current document from the Viewer, hover your cursor over this option and Image Profile options will display. Select the desired profile to begin the imaging process.
  • Copy document link - select to copy the URL to the current document to your clipboard.
  • Email document - select to open an email in your default email application with the URL to the current document included in the body of the email. The subject of the email will include the name of the workspace and the current document.

Viewer settings menu

The following options are available in the Viewer settings menu:

  • Keyboard Shortcut Legend - select to open the Keyboard Shortcut Legend pop-up to view the current keyboard shortcuts available in the Viewer. To learn more, visit Keyboard shortcuts.
  • Enbable/Disable Keyboard Shortcuts - Select to enable or disable the keyboard shortcuts feature while in the Viewer.
  • Show/Hide Tab Strip - select to show or hide the Sidebar and Tab strip in the Extracted Text Viewer.

Viewer Breadcrumbs

The Viewer Breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.

Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.

Productions Viewer

When you switch to the Productions Viewer in the Viewer type tabs, you can access a drop-down menu on the right side of the Productions Viewer tab that displays available production sets that contain the current document. For information about creating production sets, see Production sets.

Note: The redactions that are burned into a produced image are the redactions that were on the image at the time that you produced it. If you add or remove redactions from an image after you've produced it, then the image and the produced version of that image will be out of sync.

Select a production set from the drop-down menu to see how a document was produced in the selected production. If a document isn't included in a production, the productions mode option is unavailable.

Navigating the Productions Viewer

The Productions Viewer offers several ways of viewing and working with documents. There are options available in the following sections of the Viewer:

(Click to expand)

1. Productions Viewer toolbar options

2. Left drawer Viewer options

3. Document actions menu

4. Viewer settings menu

5. Viewer Breadcrumbs

Each of these options and menus is described in more detail in the sections below.

Productions Viewer toolbar options

Productions Viewer provides the following options:

Note: Relativity automatically hides toolbar buttons and controls that aren't applicable to the currently loaded document type so that your toolbar isn't cluttered while you're reviewing documents.

  • Print/Save as PDF - gives you the option of saving the image as a PDF. For more information, see Saving an image as a PDF.
  • Zoom Out/In - zooms out and in on the current document in increments of 10% within a range of 10% to 4,000%. If you attempt to zoom out to a percentage lower than 10%, the Viewer automatically sets the display to 10%. If you attempt to zoom in to a percentage higher than 4,000%, the Viewer automatically sets the display to 4,000%. Your zoom setting persists as you navigate through a document set. This means that if you've set one document to 150% and you go to the next document, the next document defaults to 150% zoom.
    To specify a zoom percentage without using the zoom out/in toolbar buttons, type the number in the percentage field and press the Enter key.
  • Reset Zoom - resets the zoom to 100%.
  • Fit Width - increases the size of the document to fit the maximum width of the Viewer. This setting persists when you re-size the window.
  • Fit Page - fits the entire document into the total size of the page. Clicking this zooms out the document and reduces the font size.
  • Fit Actual - fits the document display to the actual size it was in its native application. By default, this resets the zoom percentage to 100%.
  • Layout Mode - select one of the following options to determine how documents that are more than one page long display in the Viewer.
    • Single - One page of a document will display at a time. Use the page navigation options at the bottom of the Viewer to adjust which page you view.
    • Single Continuous - Displays the pages in the document stacked vertically so you can scroll up and down to view them.
    • Facing Continuous - Displays the pages in the document in a row horizontally so you can scroll left and right to view them.
  • Rotate all pages - rotates all pages in a document clockwise 90 degrees.
  • Rotate current page - rotates only the current page clockwise 90 degrees.

    Note: Image rotation is persistent. Any pages that you rotate will be rotated the next time you return to them in the Viewer and for other users who view them after you rotate them. Rotation is also applied when you run the production containing the images.

Left drawer Productions Viewer options

The following options are available in the left drawer:

  • Thumbnail - Click to expand the left drawer and display the Thumbnail Viewer. Each page of the document you're reviewing has its own numbered thumbnail in the Thumbnail Viewer. To learn more, visit Thumbnail Viewer.

Document actions menu

The following options are available in the Document actions menu:

  • Native file download - click on the document name to download a copy of the current document.
  • Image on the fly/Delete all images for this document - Image on the fly will display if the current document has not been imaged. If the current document has been imaged, Delete all images for this document will display instead.
    • Delete all images for this document - select to delete all images associated with the current document.
    • Image on the fly - To image the current document from the Viewer, hover your cursor over this option and Image Profile options will display. Select the desired profile to begin the imaging process.
  • Copy document link - select to copy the URL to the current document to your clipboard.
  • Email document - select to open an email in your default email application with the URL to the current document included in the body of the email. The subject of the email will include the name of the workspace and the current document.

Viewer settings menu

The following options are available in the Viewer settings menu:

  • Keyboard Shortcut Legend - select to open the Keyboard Shortcut Legend pop-up to view the current keyboard shortcuts available in the Viewer. To learn more, visit Keyboard shortcuts.
  • Enbable/Disable Keyboard Shortcuts - Select to enable or disable the keyboard shortcuts feature while in the Viewer.
  • Show/Hide Tab Strip - select to show or hide the Sidebar and Tab strip in the Productions Viewer.

Viewer Breadcrumbs

The Viewer Breadcrumbs help you track your current location while browsing documents in the Related items card. The information on your current location updates as you navigate. If Documents is an active link, you can click it to return to the document you were viewing before browsing documents in the Related items card.

Additionally, to exit the Viewer and return to the page you were previously on, you can click the Exit viewer button at any time.

Imaging on the fly

You can image a single document in the Viewer by selecting the Image on the fly option from the Document actions menu at the top-center of the page.

Using this feature, you can select any imaging profile you have permissions to view and use it to image the document.

Note: If the source file of the document you are imaging is changed during the conversion process, for example through overlay, that document becomes undeliverable and you receive an error. To resolve this error, refresh the page or re-image the document.

After imaging a document on the fly, you can access thumbnail renderings of the imaged pages of the document. For more information, see Thumbnail Viewer.

Imaging some file formats can cause problems. Consider the following:

  • Many PDFs render and image very well. However, you may have problems rendering and imaging some PDFs due to the variety of their content.
  • While most Microsoft Office documents render and image well, you may experience issues when imaging documents with embedded files.
  • You may have problems rendering and imaging vector-based documents like Visio and CAD.

Pop Out Viewer

The Pop Out Viewer allows you to open the Viewer in a new window in your browser. The Document card and the Coding card remain in the previously opened browser window and can be expanded to a greater width to take advantage of the space freed up by the Pop Out Viewer. The Pop Out Viewer retains the same functionality as the Viewer. For example, you can switch Viewer types and view highlights or the Thumbnail Viewer as desired.

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To open the Pop-Out Viewer in a new browser window, select the Pop Out Viewer option from the Viewer settings menu in the upper-right corner.

To return the Viewer to the previous browser window where the Document card and Coding card are located, you can click either the Pop In Viewer button on the previous browser window or you can select the Pop In Viewer option from the Viewer settings menu in the upper-right.

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Alternatively, if you close the browser window that the popped out Viewer is in, the Viewer pops in to the Review Interface or in other words, returns to the original browser window.

Document preview panel

The Document preview panel allows you to view documents in the document list before launching the Viewer. It also allows you to filter the list and quickly view documents in the results which makes the process of finding documents more efficient. To learn more, visit Document preview panel.

Related items card

The related items card is located at the bottom-right corner of the Viewer. Related items are customizable groups of documents within a workspace. Common examples are family groups, duplicates, or similar documents.

The related items toolbar includes the following:

Related Items menu bar

  • Related items - displays a group of documents related to the active document. Options vary within the workspace. Hover over each icon to display the name of the item. Examples include: family group, duplicates, and thread group.
  • RAR Overturn Analysis RAR overturn analysis icon on related items pane - displays overturned documents, seed documents, and seed excerpts. See Viewing overturned and seed documents in the Overturn Analysis pane.
  • Document history Document history icon - displays a history of actions taken on the current document. You may not have access to document history. If you store your audits in Data Grid, this displays the field name, old value, and new value.

    Note: In the Document History card, you can click the Details link to display a pop-up with the audit history for the document. Click Run Details to display information about document imaging jobs, including the name of the imaging profile and the formatting options used during mass imaging or imaging on the fly.

  • Production Production icon - displays all productions in which the document was included. You may not have permissions to view production information.
  • Linked Linked document icon - displays all linked records on the active document.
  • Search results Search icon - displays the results of a Relativity Analytics search. See Searching .
  • Batch sets Batch sets icon - shows all the batch sets for the active record. See Batches. You may not have permissions to view this section.

Use the Related items card to quickly identify documents related to the active document. You can also use this card to act on those groups of related items.

For instance, in the example of the Related items card below, the active document is highlighted and listed with two related family documents. You can select some or all of the documents in the Related items card and click Edit. This opens a window for you to access all of your active layouts – the same layouts available in the layouts pane. Using these layouts, you can make coding decisions and apply them to the selected documents using mass editing. See Mass edit.

Email thread visualization tool

When you've installed and run an email threading structured analytics set for documents, you can use the email thread visualization tool. Launch the Email Thread Visualization pane, click the email thread visualization ) icon in the lower right corner of the displayed document in the Viewer. The email thread visualization pane expands and shows the thread group for the selected email in the Viewer.

Using this tool, you can visually examine email threads and how they are coded. You can also easily perform mass editing from this tool. See Email thread visualization for more information.

Thumbnail Viewer

When in the Native Viewer, Image Viewer, or Productions Viewer, you can access and browse thumbnail renderings of a document's pages. Quickly scan, locate, and navigate to pages in an open document.

To open the Thumbnail Viewer, click in the left drawer. The left drawer expands and displays the Thumbnail Viewer. Scroll up and down to navigate all pages in the open document and click a page to view it. As you scroll through the document, the thumbnail viewer scrolls simultaneously to keep the viewed pages in focus.

The Thumbnail Viewer is compatible with word processor, presentation, vector Image, and raster image file types.

Note: The Thumbnail Viewer may not be available in the Native Viewer for document types that do not paginate such as spreadsheets or plain text.

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